Nabata Investment Group, LLC
RIASEC Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$225K
Accounts
16
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 330616
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals55.28%
- HNWI41.67%
- Charitable Organizations3.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nabata Investment Group, LLC is an independent, privately held RIA organized as an LLC that serves individuals, families and some institutional clients. The firm provides financial planning and portfolio management, with a stated emphasis on serving individuals and small businesses. Its compensation model combines asset-based fees and hourly charges. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents23%
Owners & executives
1 of 1
Mohammed Khalid
CEOCRD 6573540
Contacts
1 of 1Shannon Truong
PrincipalCRD 7972963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations